Halbert Hargrove Global Advisors’s iShares Emerging Markets Dividend ETF DVYE Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio DVYE Stock Details DVYE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-5,147	Closed	-$209K	–	86
2019 Q4	$209K	Buy	+5,147	New	+$199K	0.05%	80
2018 Q4	–	Sell	-8,177	Closed	-$318K	–	83
2018 Q3	$318K	Sell	8,177 -6,120	-43%	-$243K	0.08%	50
2018 Q2	$563K	Sell	14,297 -164	-1%	-$6.78K	0.15%	25
2018 Q1	$627K	Sell	14,461 -585	-4%	-$25.6K	0.17%	22
2017 Q4	$629K	Sell	15,046 -4,862	-24%	-$202K	0.16%	23
2017 Q3	$825K	Sell	19,908 -6,193	-24%	-$260K	0.23%	19
2017 Q2	$1.05M	Hold	26,101	–	–	0.28%	14
2017 Q1	$1.04M	Hold	26,101	–	–	0.26%	15
2016 Q4	$903K	Hold	26,101	–	–	0.25%	16
2016 Q3	$937K	Hold	26,101	–	–	0.26%	13
2016 Q2	$873K	Hold	26,101	–	–	0.25%	16
2016 Q1	$855K	Buy	+26,101	New	+$776K	0.31%	18

Other funds holding DVYE

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Halbert Hargrove Global Advisors's DVYE Position: Q1 2020 in Review

Halbert Hargrove Global Advisors sold out of iShares Emerging Markets Dividend ETF (DVYE) in Q1 2020, closing a stake of 5,147 shares — an estimated $209K sold.

Halbert Hargrove Global Advisors first reported a position in DVYE in Q1 2016 and held it in 12 quarters. The position peaked at $1.05M in Q2 2017. 126 funds tracked by Wall St. Rank hold DVYE as of Q1 2020.

Halbert Hargrove Global Advisors reported no remaining iShares Emerging Markets Dividend ETF position as of Q1 2020 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 5,147 iShares Emerging Markets Dividend ETF shares in Q1 2020, an estimated $209K.
Halbert Hargrove Global Advisors first reported a position in iShares Emerging Markets Dividend ETF in Q1 2016 and held it in 12 quarters.
Halbert Hargrove Global Advisors's iShares Emerging Markets Dividend ETF position peaked at $1.05M in Q2 2017.
126 funds tracked by Wall St. Rank held iShares Emerging Markets Dividend ETF as of Q1 2020.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2020, filed 1 May 2020.